Health Optimization Principle 5 – Stress
There are generally two ways I think about stress. Acute stress, a stressor that occurs over a relatively short period of time and can be either beneficial or harmful depending on the severity of the stressor and how the body reacts, and chronic stress, the accumulation of repetitive acute stressors over time. The accumulation of […]
Reimagining the Constitution Part 1 – Setting the Stage
No system of governance lasts forever. As society’s structure and values evolve, so do the rules and regulations that govern its citizens. The effects of such changes range significantly, yielding both positive and negative impacts.
A STRONG LABOR MARKET WILL CONTINUE TO DRIVE A STRONG MARKET
We are now nearly halfway through Q3. Until the labor market begins to deteriorate materially, cash
balances on the sidelines become strained, and bearish sentiment subsides, it is likely this market
continues higher.
THE LITTLE RALLY THAT COULD
Outlook: There is nothing not to like about this rally, as has been the case all year, and yet we still have broad bearish sentiment alongside large sums of neutral positions in retail portfolios and institutional funds. What started off as an “oversold bounce” was eventually characterized as a “bull trap” followed by an “AI […]
